Summary
Overview
Work History
Education
Skills
Leisure Activities
Quote
Timeline
Languages
Hi, I’m

Magdalena Lacchini

Vesenaz
Magdalena Lacchini

Summary

I am an accomplished professional with over 15 years of experience in the private banking and Client Management Services industry. Alongside my completed Postgraduate Diploma in Enterprise Risk Management from HES-So, which combines theoretical coursework with practical professional experience, I have gained extensive expertise in private banking and wealth management.

Curious by nature and eager to learn and make use of my analytical mind, I have decided to continue my education. As a result, I am currently pursuing a postgraduate degree in "Data Analysis and Power BI”, which is a one-year program. I have already completed 75% of the program, where I have gained comprehensive knowledge in the latest tools and techniques areas (such as Python, R, SQL,NoSQL,Azure, AWS, power BI, statistics, and analytics mathematics) to extract valuable insights from complex data sets. This program has further enhanced my analytical skills and equipped me with the technical expertise required for performing data analysis and visualization.

Throughout my career, I have consistently excelled in client management, showcasing a deep appreciation for diversity, and thriving under pressure while maintaining flexibility and a strong sense of responsibility. I possess extensive knowledge in investment research and advisement, excel in problem-solving and due diligence, and provide invaluable support in onboarding and best practices. Moreover, I have a proven track record of crafting compelling proposals that deliver robust data to both existing and potential clients.

Overview

2

Years of postgrade education

5

Years of University education

18
years of professional experience

Work History

Octogone Gestion Sàrl
Geneva

Portfolio Manager
08.2012 - 01.2023

Job overview

  • Managed, developed, and implemented portfolio strategies to meet clients' short-term and long-term financial goals
  • Monitored investments, identified risks, and managed portfolio performance through regular reviews
  • Advised clients on risk management strategies to mitigate losses from volatile markets
  • Built a client book in collaboration with a Senior manager
  • Provided advice on investment opportunities based on individual client profiles
  • Produced reports and designed customized solutions for high net worth individuals
  • Negotiated terms of contracts with brokers, vendors, and other service providers
  • Performed due diligence on clients and potential investments to ensure compliance with regulations
  • Calculated real-time Profit and Loss (P&L) on client portfolios, providing a clear understanding of the sources of profit
  • Support the head of the investment group with his clients
  • Support with onboarding new managers that joined the group
  • Coached junior team members on best practices for managing portfolios effectively.

HSBC Private Banking S.A.

Junior Relationship- Assistant Manager
11.2006 - 07.2012

Job overview

  • Executed trades in accordance with clients' instructions in a timely manner
  • Collaborated with internal stakeholders including traders, analysts and advisors
  • Ensured compliance with safety regulations and company policies
  • Collaborated with management on developing strategic plans for achieving business goals
  • Supervised daily operations including scheduling shifts, assigning duties
  • Assisted supervisor in evaluating employee performance and cultivating improvement initiatives
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations
  • Assisted in the development of operational strategies to ensure efficient and productive operations
  • Recruited and trained new employees to meet job requirements.

Hôtel Admiral/ Capitole - Genève

Student Job
05.2005 - 05.2006

Job overview

  • Reception; General accounting; Management of bookings; Attention to customers

Education

IEBS

Postgrade in Data Analyses And Power Bi
10.2024

University Overview

IEBS

Introduction to Python course
09.2023

University Overview

Hes-so

Diploma of Advanced Studies (DAS) Gestion Des Risques D'entreprise
06.2023

University Overview

National University of La Plata- Argentina

University License in Economics
03.1999 - 02.2004

University Overview

Skills

  • Analytical mindset
  • Client Focus
  • Performance Attribution Analysis
  • Investment Operations
  • Developing Proposals
  • Risk Assessment and Classification
  • Due Diligence and Compliance Assessment
  • Proactive and Focused
  • Team Player
  • Willing to Learn

Leisure Activities

Leisure Activities
  • Running; Biking; Skiing; Pilates
  • Podcast; Reading
  • Family & Friends time
  • Travelling

Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Timeline

Portfolio Manager
Octogone Gestion Sàrl
08.2012 - 01.2023
Junior Relationship- Assistant Manager
HSBC Private Banking S.A.
11.2006 - 07.2012
Student Job
Hôtel Admiral/ Capitole - Genève
05.2005 - 05.2006
National University of La Plata- Argentina
University License in Economics
03.1999 - 02.2004
IEBS
Postgrade in Data Analyses And Power Bi
IEBS
Introduction to Python course
Hes-so
Diploma of Advanced Studies (DAS) Gestion Des Risques D'entreprise

Languages

Languages

Spanish, First Language French, C2 Proficient (C2) English, C1 Advanced (C1) Portuguese, B1 Intermediate (B1)

Magdalena Lacchini